š” What is Work in Progress (WIP)
Work in Progress, commonly abbreviated as WIP, represents the value of work that has been started but not yet invoiced.
In Auxo Workshop, WIP typically includes:
Labour recorded against open jobs
Parts issued to jobs but not yet invoiced
Jobāordered purchase costs received but not yet invoiced
This report shows the total cost value of open jobs as at a selected date and is commonly used for accounting review and reconciliation.
In this article, Work in Progress and WIP refer to the same concept. The abbreviated term WIP may be used throughout the report and filters.
š How to access the report
Open Reports from the side menu
Locate Work in Progress Valuation in the list of available reports
Click the report name to open it
š§ Understanding the report layout
The Work in Progress Valuation report is presented as a dynamic list.
The screen includes:
A search bar for narrowing results by job number or customer name
Filters for controlling the reporting date and vehicle attributes
A results table showing cost breakdowns per job
A grand total row summarising total WIP value
Export options for PDF and CSV
Column visibility controls
šImportant Note - Invoiced Jobs: A job is left out of the report once it has been invoiced on or before the As of Date. If you choose an earlier As of Date, jobs that were only invoiced after that date will still appear, because they were still in progress on that date.
š Search and filters
The Work In Progress Valuation Report includes several filters to help you narrow down the results. Any filters you apply are shown as blue labels beneath the search field.
To remove a filter, click the Ć icon on the relevant blue filter label. You can also remove all filters at once using Clear All:
š As of Date Filter
The As of Date filter controls the date the WIP position is calculated for.
Available options:
Today: Shows WIP based on the current system date
Custom: Allows selection of a specific historical date
The Custom option is commonly used for monthāend or periodāend reporting, as it recalculates Work In Progress as at that date.
šNotes regarding As of Date: As of dates cannot be set earlier than February 2026, as this is when the required data foundation for these reports was established.
How the As of Date works
Jobs are included based on the date they were created in Auxo Workshop, not their Booking Date. A job booked for a future date still appears if it was created on or before the As of Date, and a job booked in the past but created after the As of Date does not.
Parts and Orders costs are shown as they stood on the As of Date.
Labour and Outwork show the job's current line items that were created on or before the As of Date. Hours or changes recorded on those lines after the As of Date, or lines removed afterwards, are reflected when you view an earlier date. A report run for a past date may therefore differ slightly from what it showed on that day.
Cancelled jobs are not included. This is based on the job's current status.
If you are reconciling with Xero, the Parts and Orders columns are the ones used, and both are shown as they stood on the As of Date. See Reconciling Stock and Work in Progress (WIP) with Xero.
š Vehicles Filter
The Vehicles filter allows Work in Progress (WIP) to be analysed based on vehicle details associated with jobs in progress.
This filter combines multiple controls that work together:
Year: Limits jobs to vehicles with a selected manufacture year
Make: Limits jobs to vehicles from one or more selected manufacturers
Model: Limits jobs to vehicles matching the selected model or models
Multiple makes can be selected at the same time.
When more than one make is selected, the model list updates to include models from all selected makes.
Vehicle filters are optional and are typically used for analytical purposes, such as reviewing WIP for specific vehicle types or ranges.
š§© Type Filter (Parts column only)
The Type filter matches the Type filter used in the Parts List and only affects the Parts column of the report. No other columns in the Work In Progress Valuation Report are impacted.
The report opens with Stock selected by default.
Stock: Displays stocked parts only (the default view).
NonāStock: Displays nonāstocked parts from the Parts List only.
No Type filter applied: Displays both Stocked and NonāStocked parts in the Parts column.
Parts entered manually onto a job that are not linked to a Parts List item are never included in the Parts column, whichever Type is selected, as they have no Parts History transactions or dates.
š” Tip for Xero users: If you use Xero, select the Stock Type filter when reconciling Work In Progress related to stocked inventory. The Parts value from this view is used alongside the Stock Valuation Report as part of the process described in Reconciling Stock and Work in Progress (WIP) with Xero.
š Report columns explained
Each row in the report represents an individual job that is still in progress.
Common columns include:
Job No.: The Auxo Workshop job number
Booking Date: The date the job is booked for. This is for information only and is not used by the As of Date filter
Customer Name: The customer associated with the job
Registration: The vehicle registration number
Vehicle Description: The year, make, and model of the vehicle
Labour: Total labour cost recorded on the job
Parts: Total cost of parts issued to the job from the Parts List
Shows Stock parts by default. Use the Type filter to view NonāStock parts (see Type Filter above)
Parts entered manually onto a job without a Parts List item are not included
Orders Cost: Cost of jobāordered parts received
Includes parts that have been received, including partially received orders (for the quantity received)
ā Parts that have been ordered but not yet received are excluded
Received orders are included here even if the purchase order has not yet been finalised. Only finalised orders are posted to Xero, so see the Xero reconciliation article if your balances differ
Outwork: External or subcontracted work costs
Total Cost: Combined total of all WIP cost components
The Grand Total row at the bottom shows the total Work in Progress value for all listed jobs based on the current filters.
š¤ Exporting the report
The report can be exported using the buttons in the topāright corner:
Export to PDF: Suitable for review or sharing
Export to CSV: Suitable for further analysis
Exports respect the selected filters and as of date.
ā Things to keep in mind
This report shows cost values only, not sales or margins
Jobs invoiced on or before the As of Date are not included
Values change as labour is added, parts are issued, or jobs are invoiced
The selected as of date significantly affects totals, and Labour and Outwork for a past date can change if those lines are edited afterwards
Vehicle filters are optional and purely analytical
This report is commonly used alongside other inventory and accounting reports when reviewing Work in Progress balances.